Fee-only financial advisors in Kirkland, Washington
Which fee-only financial advisor should I talk to in Kirkland?
Start with a fee-only advisor in Kirkland whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Dwayne Reinike of Valiant Financial Planning, Brian Gawthrop of Five Cedars Financial, LLC and Franklin Hsu of NOMAD Capital Group, chosen for their credentials and fees on file.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Dwayne Reinike Valiant Financial Planning Holds the CFP. Fees on file: flat fee or retainer, one-time planning fee.
- Brian Gawthrop Five Cedars Financial, LLC Holds the CFP. Fees on file: ongoing planning fee.
- Franklin Hsu NOMAD Capital Group Holds the CFP. Fees on file: percentage of assets, hourly.
- Ronald Peck Fearless Wealth Holds the CFP. Fees on file: percentage of assets.
- Evan Schmidt Schmidt Financial Management Holds the CFP. Fees on file: percentage of assets.
- Jason Preti Unleashed Financial LLC Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 27
- Firms
- 19
- Hold the CFP
- 37%
- Other credentials: CFA 4% · ChFC 7%
- How they charge (of 27 with fees on file): percentage of assets 89% · hourly 67% · fixed fees 52% · one-time planning fee 7%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Kirkland by what you need
Find an advisor in Washington by fee, assets, or credential
- Hourly financial advisors
- Flat-fee financial advisors
- One-time financial plans
- Financial advisors with no minimum
- Advisors for under $500,000
- Advisors for $500,000 to $1 million
- Advisors for $1 million to $3 million
- CFP financial advisors
- CFA financial advisors
- ChFC financial advisors
- Virtual financial advisors
Questions about fee-only advisors in Kirkland
How many fee-only advisors in Kirkland are there?
The Wellspent public graph lists 27 fee-only advisors in Kirkland, at 19 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Kirkland focus on?
The most common focus among fee-only advisors in Kirkland is estate planning (8), followed by retirement planning (7) and founders (7). Advisors can list more than one.
How do fee-only advisors in Kirkland charge?
The most common fee among fee-only advisors in Kirkland is a percentage of assets, used by 89% of the 27 with fees on file. Many use more than one: 67% charge by the hour and 52% charge fixed fees.
How much do fee-only financial advisors charge in Washington?
Fee-only financial advisors in Washington charge a median of $4,500 a year for ongoing planning. We found this across the published prices of 25 Washington firms.
How many fee-only advisors in Kirkland hold the CFP?
37% of the 27 fee-only advisors in Kirkland hold the CFP certification, based on the credentials listed on each record.
Does Washington tax income?
Washington doesn't tax wages, but it does tax large long-term capital gains, which matters when you sell stock or a business.
How current is this list of fee-only advisors in Kirkland?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 27 advisors in Kirkland
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Dwayne Reinike | Valiant Financial Planning | Kirkland | CFP, ChFC | Flat fee or retainer, One-time planning fee |
| Katy Cook | Abacus Financial Planning | Kirkland | CFP, PhD | Percentage of assets, Hourly |
| Brian Gawthrop | Five Cedars Financial, LLC | Kirkland | CFP | Ongoing planning fee |
| Robert MacRae | Robinswood Financial | Kirkland | CFP | Percentage of assets, Hourly |
| Evan Schmidt | Schmidt Financial Management | Kirkland | CFP | Percentage of assets |
| Laurie Klein | Kaizen Financial Advisors | Kirkland | CFP | Percentage of assets, Hourly |
| Franklin Hsu | NOMAD Capital Group | Kirkland | CFP | Percentage of assets, Hourly |
| Clarissa Candelario | Private Asset Management | Kirkland | Not listed | Percentage of assets, Hourly |
| Joel Petersen | Sound Legacy Wealth Advisors | Kirkland | Not listed | Percentage of assets |
| Michael Thayer | Private Asset Management | Kirkland | Not listed | Percentage of assets, Hourly |
| Ronald Peck | Fearless Wealth | Kirkland | CFP | Percentage of assets |
| Tera Probst | Sound Legacy Wealth Advisors | Kirkland | Not listed | Percentage of assets |
| Thomas Bailey | Broadview Wealth Management | Kirkland | Not listed | Percentage of assets, One-time planning fee |
| Dominic Hubert | Schmidt Financial Management | Kirkland | Not listed | Percentage of assets |
| Jason Preti | Unleashed Financial LLC | Kirkland | CFP | Percentage of assets, Hourly |
| Reid Kitagawa | Kanso Capital | Kirkland | CFP, MBA | Percentage of assets, Hourly |
| Dipit Gupta | Finomenon | Kirkland | Not listed | Percentage of assets, Hourly |
| Robin Lin | Lin Global Advisors | Kirkland | Not listed | Percentage of assets |
| Shabrish Menon | Finomenon | Kirkland | Not listed | Percentage of assets, Hourly |
| Robert Guild | Robinswood Financial | Kirkland | ChFC | Percentage of assets, Hourly |
| Ronald Chan | Lakeside Financial | Kirkland | CFA | Percentage of assets, Hourly |
| Amy Mutal | Prevail Wealth Management | Kirkland | Not listed | Percentage of assets, Hourly |
| Cesar Castaneda | AA Financial Services | Kirkland | Not listed | Hourly, Fixed fees |
| Colleen Bracy | Robinswood Financial | Kirkland | Not listed | Percentage of assets, Hourly |
| Edward Ward | Robinswood Financial | Kirkland | Not listed | Percentage of assets, Hourly |
| Janet Weisman | Robinswood Financial | Kirkland | Not listed | Percentage of assets, Hourly |
| Janice Brady | Concepts Financial Services | Kirkland | Not listed | Percentage of assets, Hourly |
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